MD-EASYLINETOTASK
Easy LineToTask
Automatically convert quote or order lines into Dolibarr project management tasks.
- Compatible with Dolibarr
- Immediate delivery
- Support in English
- Updates included
Transform your workflow by turning individual lines from quotes, customer orders, and invoices into dedicated project tasks with Easy LineToTask. This module seamlessly connects your commercial documents to project management, saving your team time and reducing manual data entry.
Convert Document Lines into Tasks Instantly
With Easy LineToTask, each line item from your budgets, sales orders, or invoices can become a separate project task in just a click. No more copying and pasting details—just select the line and let the module create a structured task with all relevant information preserved.
Flexible Project Assignment per Line
Every document line can be linked to a different project using Dolibarr's native project selector. This means you can assign a budget line for a new client site to one project and an invoice line for a consumable to another, all from the same document. It gives you the freedom to organize work exactly as your business needs.
Clear Visibility in Documents and PDFs
All task assignments are visually integrated into your documents and exported PDFs. Both you and your customers can see which lines have been turned into tasks and which projects they belong to, eliminating confusion and keeping everyone aligned throughout the order-to-delivery cycle.
How we roll it out
- 1
Install & configure
We install it on your Dolibarr and leave it ready to use.
- 2
Adapt to your operations
We tune the module to the way you work and your processes.
- 3
Training & support
We train your team and stay with you after go-live.
Easy LineToTask
Is it compatible with my Dolibarr version?
We support recent Dolibarr versions and advise you if you run an older one.
Does it include support and installation?
Yes. We handle installation, initial setup and ongoing support.
Can you adapt it to my case?
Yes. We are the module developers, so we can adjust or extend it to fit you.